• Jason Lum - The 'Bridge' Path to Investment Banking
    Nov 12 2024

    Today's episode features a conversation with finance consultant Jason Lum. Jason worked his way up to several high-finance roles - including a banking role at CIBC - from his time as an undergraduate at a non-target university in Canada. We discuss several aspects of the recruiting process, including:

    - using 'bridge' roles to land your IB job
    - the importance of combining networking with relevant experience
    - how to bounce back from a superday disaster!

    To connect with Jason, check him out at: https://jhlconsultinggroup.ca/
    or on Linkedin: https://www.linkedin.com/in/jason-lum7/

    For recruiting help, join the WSO Academy waitlist today!

    Contact: investmentbankinginsights@gmail.com

    Show more Show less
    31 mins
  • Boeing Buys Spirit Aerosystems (Deal Pitch)
    Nov 7 2024

    Today we'll look at a real deal pitch example for a deal that's happening in the market right now. We cover the basic facts of the deal and what things you can point to in terms of the strategic rationale for the acquisition.

    For recruiting help, join the WSO Academy waitlist today!

    Contact: investmentbankinginsights@gmail.com

    Show more Show less
    15 mins
  • Deal Pitch 101
    Oct 30 2024

    Getting the typical "why investment banking" question is expected, but what if your interviewer expects you to go deeper?

    You might get asked for a deal pitch! Today we cover the basics of how to structure an answer to the question "pitch me a deal"

    For recruiting help, join the WSO Academy waitlist today!

    Contact: investmentbankinginsights@gmail.com

    Show more Show less
    13 mins
  • How To Become An IB Analyst w/Larry Oliver
    Oct 21 2024

    What does it take to become an investment banking analyst? When you do you need to start the process, and how do you keep track of so many deadlines?

    In today's conversation, I speak with Larry B Oliver. As a current IB analyst, Larry has experience navigating the analyst recruiting process and offers tips on how to best navigate it.

    Larry also runs The Pulse newsletter, a free resource helping aspiring bankers (and others in adjacent fields) stay on top of deadlines. Check it out in the link below:

    The Pulse Newsletter -- (beehiiv.com)

    For recruiting help, join the WSO Academy waitlist today!

    Contact: investmentbankinginsights@gmail.com

    Show more Show less
    38 mins
  • The Six Steps of Sell-Side M&A
    Oct 14 2024

    When a company mergers with another business or acquires a business, there is a standard process that investment banks go through to get the deal done. Today we explore these six steps.

    For recruiting help, join the WSO Academy waitlist today!

    Contact: investmentbankinginsights@gmail.com

    Show more Show less
    13 mins
  • Valuation Ratios for Investment Bankers
    Oct 1 2024

    Today we discuss some common valuation ratios for investment bankers!

    For recruiting help, join the WSO Academy waitlist today!

    Contact: investmentbankinginsights@gmail.com

    Show more Show less
    8 mins
  • Lessons From The Summer Internship (Banking De-brief)
    Sep 16 2024

    It's time to reflect on my summer internship in investment banking! Here are the high level lessons I learned.

    For recruiting help, join the WSO Academy waitlist today!

    Contact: investmentbankinginsights@gmail.com

    Show more Show less
    17 mins
  • Back and Ready Fall 2024!
    Sep 5 2024

    We’re back! A quick update for y’all.

    For recruiting help, join the WSO Academy waitlist today!

    Contact: investmentbankinginsights@gmail.com

    Show more Show less
    7 mins